The anticipate budget release finally came this week. The following is a summary of the most significant tax and wealth planning measures proposed in the budget. To review the impact on you and your situation, please reach out. Click Here

An FHSA is a registered account to help Canadian residents save on a tax-free basis to purchase their first home. The IRS has not provided any specific guidance on the U.S. treatment of FHSA. If you should open one, or any other registered account in...

There are a number of registered savings plans available to Canadian residents that provide tax and other benefits. However, U.S. persons who have an interest or involvement in these plans may be subject to punitive U.S. tax, additional U.S. filing requirements...